Category stocks

Keller Group H1 Earnings Call Highlights

Key Points - Keller delivered record first-half 2026 results, with constant-currency revenue up 11%, underlying operating profit up 17.1% and margins improving to 7.3%. Management remains confident of meeting its upgraded full-year expectations and achieving a fourth conse

Rotork H1 Earnings Call Highlights

Key Points - Rotork delivered resilient first-half results: Organic constant-currency revenue rose 1.3% to £367 million, while adjusted operating profit increased 4.1% to £82 million and the margin expanded to 22.4%, despite oil and gas disruption. - CPI and service operations...

Capita H1 Earnings Call Highlights

Key Points - First-half revenue rose 1.6% to £906 million, but adjusted operating profit fell 32% to £32 million as Civil Service Pension Scheme (CSPS) remediation costs and higher finance expenses weighed on results. - Capita's order book grew to £4 billion, supported by £957...

Convatec Group H1 Earnings Call Highlights

Key Points - ConvaTec maintained its 2026 targets after delivering 5% first-half organic revenue growth excluding InnovaMatrix, 6% adjusted EPS growth and a 21.2% operating margin. Management expects stronger second-half growth, particularly in Infusion Care, and reaffirme